Meet Our Experts

Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Our fee-only planners are committed to our client's needs and priorities.

Marty Kurtz, CFP® Read bio

Marty Kurtz, CFP®

Founder/Partner

Certified Financial Planner™
Eric Kies, CFP® Read bio

Eric Kies, CFP®

Partner/President/CCO

Certified Financial Planner™
Cicly Maton
Cicily Maton, CFP®, CeFT® Read bio

Cicily Maton, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
John Longstaff, CFP® Read bio

John Longstaff, CFP®

Partner/Sr. Financial Planner

Certified Financial Planner™
Michelle Maton, CFP®, CeFT® Read bio

Michelle Maton, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
Michael Branham, CFP®, Michael Branham, CFP® Read bio

Michael Branham, CFP®

Partner/Sr. Financial Planner

Certified Financial Planner™
Jude Boudreaux
H. Jude Boudreaux, CFP®, H. Jude Boudreaux, CFP® Read bio

H. Jude Boudreaux, CFP®

Partner/Sr. Financial Planner

Certified Financial Planner™
Matthew Sivertsen, CFP®, CeFT® Read bio

Matthew Sivertsen, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
Andrew Sivertsen, CFP®, CeFT® Read bio

Andrew Sivertsen, CFP®, CeFT®

Partner/Sr. Financial Planner

Certified Financial Planner™
JJ Sessions, CFP®, JJ Sessions, CFP® Read bio

JJ Sessions, CFP®

Partner/Sr. Financial Planner

Certified Financial Planner™
Nancy Greer, CPA Read bio

Nancy Greer, CPA

Sr. Tax Advisor/CFO

Certified Public Accountant
Marty Martin
Wm. Marty Martin, PsyD Read bio

Wm. Marty Martin, PsyD

Psychologist

Rob Baner, CPA Read bio

Rob Baner, CPA

Tax Advisor

Certified Public Accountant
Matt Knoll, CFP® Read bio

Matt Knoll, CFP®

Financial Planner

Certified Financial Planner™
Amber Miller
Amber Miller, CFP® Read bio

Amber Miller, CFP®

Financial Planner

Certified Financial Planner™
Autumn Campbell, CFP®, Autumn Campbell, CFP® Read bio

Autumn Campbell, CFP®

Financial Planner

Certified Financial Planner™
Matt Mercer Read bio

Matt Mercer

Operations Manager

Latrenda Dixon Read bio

Latrenda Dixon

Sr. Tax Analyst

Nancy Caldie
Nancy Caldie Read bio

Nancy Caldie

Client Relationship Manager

Anina De Tommaso
Anina De Tommaso, FPQP™ Read bio

Anina De Tommaso, FPQP™

Financial Paraplanner Qualified Professional

Marissa Feehan Read bio

Marissa Feehan

Client Relationship Manager

Lena Parrish Read bio

Lena Parrish

Client Services Specialist

Amanda Deeb
Amanda Deeb Read bio

Amanda Deeb

Client Relationship Manager

Kathi Parrish, FPQP™, CRPS Read bio

Kathi Parrish, FPQP™, CRPS

Financial Paraplanner Qualified Professional

tpc member sheldon lee
Sheldon Lee Read bio

Sheldon Lee

Comptroller

Sandra Foley Read bio

Sandra Foley

Client Relationship Manager

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

50
Year Vision

Forward Looking

We make decisions with future generations in mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

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